Plan workplace outreach

Workplace map template

A workbook for charting every coworker, spotting organic leaders and scoring union support from 1 to 5.

French version:

Preview

First rows of the worked example. Every name and detail is fictional. Scroll the table sideways to see every column.

Department	Shift	Name	Job Title	Organic Leader? (Y/N)	Union Support Score (1-5)	Issues/Notes	Assigned Steward	Last 1-on-1	Next Step
Student Services	Days	Priya N.	Clerk	Y	2 Supporter	Coworkers gather at her desk after policy emails	Jordan	2026-03-03	Ask her to bring Casey to the next meeting
Student Services	Days	Jordan M.	Advisor	N	1 Organizer	Volunteers for meetings and brings Priya's cluster	Jordan	2026-03-01	Take the 1-on-1 with Sam
Student Services	Days	Sam K.	Clerk	N	3 Undecided	Unsure about dues; listen first	Jordan	2026-02-20	Follow up after the workload meeting

Excel workbook with a ready-to-fill sheet, a worked example and a How to use sheet
Dropdowns and colour cues on the columns that have fixed choices
Plain CSV with the same columns, for any spreadsheet program
English and French versions

Source: UnionOps Comms template.